AppCreator Subforum? Form changes in ZC propagate to AC?
Will changes in forms in ZC automatically propagate to AC or how will this be handled? Does conditional formatting created for ZC reports work in AC?app Can you create subforum for AC?
How can I set report criteria for each login user?
Hi, We have multiple contractors and we want to show report data related for them only and don't want them to see other contractors rows. Some contractors have multiple users so we can't use criteria something like [userid == zoho.loginuserid]. I need to fetch company name from user table. Getting company info from userid is easy with a function like get_companyid(zoho.loginuserid). But I got error when I try to use function in report criteria like [company_id = get_companyid(zoho.loginuserid)]
Dashboard: code reuse doesn't work?
I tried to reuse the HTML code of the "Sales Management" application in my own application. I'm particularly interested in the style that you use to create the little tiles in the dashboard, e.g. "My This Months' Sales". Can you help?
Paypal Transaction Cancelled
I have observed if you cancel a paypal transaction, form data still appears in my view. How do you verify if a paypal transaction is canceled? I tried to use input.ZC_Payment.payment_id = null in form validation, but that does not work. Cheers, John Whitney
Getting Form Reports / Submissions into Box.com?
OK so I need to collect many forms for various reasons - so each ZC form submission equals one form for me. I need to store these documents in Box.com. Box allows upload of files via URL or email attachment in addition to manual uploads. If I create forms in ZC - what is the easiest way to have these files uploaded to Box? Can the notification email on submission include a pdf file that gets emailed to Box? Can I bulk export multiple form entries to separate PDFs for upload to Box? Any marketplace
Html checkbox sync with embeded from?
Hi Zoho, I have an html page with a long table, based on a one form (1 row = 1 entry). I'd like to have the option to make several rows, and than edit multiple entries together. ~~ I cannot embed a report in the html, due to several reasons ~~ I thought about creating a checkbox for each row, than sending the list of IDs based on the rows checked to a form embeded in the html page, and sending the form will update the entries based on the ID. Since I only started to code with Zoho, I need help with
query expression question
Hi all, How can I get all Orders which have been modified in the last 3 months? I tried the following but got the error "Not able to find monthsBetween function". for each o in New_Order [(Grand_Total != 0.0) && monthsBetween(Modified_Time, now) < 3]
Zoho button to create new auto-populated form
So in my application dashboard, I have created 2 Forms. One is a Quote Sheet and the other is a Customer Sheet. I want to be able to configure the submit button on the Quote sheet so that "On Edit" it will be a "Make New Customer". I want the action to pull up the Customer Sheet and auto-populate from certain fields of the Quote Sheet. Is this possible in Zoho and if so, how can go about doing this?
Populate Lookup Field
I have a form which is filled out by email - it is a Twilio SMS response. I would like to link the form's From field (single line text or number; either works) with a lookup field which contains a list of mobile phone numbers from my Worker Information form. The phone number from the From field will not be an exact match as Twilio responds with "+1 NPA NXX xxxx and I only store NPA NXX xxxx. The goal is to ultimately fill in other fields based on the Worker Information Lookup so I can generate further
what is the field type for "Drop down Box
Hi...Guys.. By using "Drop down Box" field and the values in the field are "Numbers" , then Is it possible to perform "Calculation - Task" or If I put it another way , what is the field type for "Drop down Box" ?? Here, Scenario, Live Form Window is Guest Book - Room Booking. So, when user select the Guest Name ---> Booking type ----->> Rooms Available ---->> No.of Persons. Base on the --->> No. of Persons, Rate should be shown Then Room Charges , Calculation Task has to be Perform. Instead
Set up a record summary as a live template?
How do you set up a record summary as a live template? The Status field seems to have disappeared. I want to make sure when I print a record that it uses a particular record summary.
I hate the auto indent feature
Hi Zoho, just letting you know I think the auto-indent feature sucks:P It keeps on moving braces around and mucking up my indentation. Could you provide an option to turn off auto-indent? cheers, Jeremy
Restrict Visibility on a Report
I know you can restrict visibility on a report for your users. However, when restrict certain actions like "Eport, Import etc., the actions still appear when I access the application. Is this because the user does not see what I see when the application opened? If so, is there a way to see exactly what the user sees? Thanks
Dynamic Lookup Field
Hi I am trying to overcome a mismatch of field type error with a dynamic lookup field I have an organisation and a people form. The organisation name field in the organisation form is a strong type. In the people form I have a lookup to the organisation name field. This is what determines which people are employees of different organisations. This lookup field in Bigint. In the organisation form I have a mulilookup field to look up and record people that are employees of organisations. The set filter
Fields from related forms displayed as "no value" in pivot table
Form A has a multi-lookup field to Form B. Report X needs to list records in Form A that includes fields from Form B (ideally as additional rows) Creator shows "-No Value-" for any/all of the fields coming from Form B. I'm assuming this is because reports support forms related by a multi-lookup, ie 1-to-many relationship ? In the example image uploaded the fields System, Sub system and components are on Form A while Mitigation Task Type and Summary come from the looked up Form B. Hoping I've missed
ADD NOTES FIELD
Hi, could you please explain the purpose of TABLE ICON in ADD NOTES field?
Creating a record in zoho CRM Custom Module - 4401 error
I'm trying to create a record in a Zoho CRM custom module. Code was working perfectly but all of a sudden stopped. I've stripped the code down to basics and still get an error. equipMap = map(); equipMap.put("CustomModule2 Name", "test"); resp = zoho.crm.create("CustomModule2", equipMap); This code is run onClick. I get the following error each time: {"message":"Unable to populate data, please check if mandatory value is entered correctly","code",4401"} The CRM mandatory value is "CustomModue2
Can't view report as spreadsheet?
Hi - I was wondering why I cannot view a report as a spreadsheet? The option has simply disappeared for one of my reports. I am wondering if it has to do with having subforms involved in the form? Is there a way to bring back the ability to view and edit the report in spreadsheet view? Thanks!
Customer portal in zoho creator
Good morning, I read about CUSTOMER PORTAL in zoho creator help.when I tried that I can able invite users through their mail and they are able to set their password from their mail.but I don't able to know the purpose of sign up form in customer portal.Is it able to embed the sign up form in webpage?
Adding values to a multi select lookup field
Hi, I have an Order form, which contains a multi-select bidirectional relation between Order and Transaction. Essentially, one Order can have multiple Transaction. When I need to add a transaction to this list programatically, I am doing this. Please see my questions in the code comment. tList = foundOrder.Transactions; // does this create a copy of the list or return a reference to the list??? tList.add(txn.ID); foundOrder.Transactions = tList; // depends on whether it returns copy or a reference,
Help text for form / field?
I have created a form with fields that require more help / explanation than the 255 characters allowed for the Tooltip Message. How do I add additional help text to a field?
Simple Patient Look Up
My application has a patient information form with various data concerning the patient. I'm trying to create a "Look Up" form that will search the patient information database, by first name and /or last name fields, and display the patient information form for that particular patient for editing etc. Just a simple way to look up a patient by name and edit their patient information form. I've tried to use the Look Up feature but without success. Thank you, David
Auto Number not showing up
I can't get the Auto Number field to show for some reason, even though I am the application administrator. The help page says " By default, this field will be displayed only to the administrator of the application." How do i modify it so it displays to all? Because I can't get it to work on my existing form, i can't test it. I'm also curious what happens when I add this Auto Number field to a form already have multiple records? Help page I found: https://www.zoho.com/creator/help/fields/configuring-autonumber-field.html
Scheduling an SMS based on date/time in a form
Hi everyone, I'd like to send SMS messages according to a schedule - where the time and date is filled in a form. I have used the automatic SMS function on submitting a form which is super simple and handy, but I'd like to be able for someone to submit this form and then trigger the SMS as defined in that form. The content of the SMS would be customised based on the content of the form. e.g. Form fields: Name: PhoneNumber: Date/time: Message1: Message2: It seems like this is really doable using Zoho
Display my report like my input form
I have a form that creates a LOT number. YYYYMMDD##-ProductName This all works, and I save the generate lot number into the form on save. I Started using a sub form to add ingredients into the product lot. It works nicely. My problem is I'm trying to generate a report that mimics the input form. I can generate a report using the BATCH form that shows the LOT# generating information, but can't display the ingredients nicely. If I use the sub form INGREDIENTS I can list all the ingredients,
Include Form Data in Push Notification
Hi, Brilliant app however I'm struggling to include form data in Push Notifications... I've tried ${input.formName} in gui and input.formName outside of quotes in code view, both produce ${input.formName} in the notification instead of the actual value of input.formName Any help would be greatly appreciated, Sam
Fetching data from a multi select field
Please could someone advise how to fetch data from a multi select lookup field to a single line field in another form? Thanks in advance Sean
Skip Payment Processing
I'd like to offer some customers the ability to skip the paypal payment step if they enter a coupon code. I'm not seeing a way to code for this. I added some code to set the fee to $0, but it still goes to paypal and they will not accept a $0 payment. Cheers, John Whitney
Push Creator Data to Zoho CRM
Hello, I am looking to push information from Zoho creator to Zoho CRM. Here is my current script, however it does not push the information to the Zoho CRM. The Zoho field is in the 'Leads' module and the field is called "Prospect Lead ID." crmResp = zoho.crm.updateRecord("Leads",input.Prospect_ID,{ "Prospect Lead ID" : "input.Prospect_ID" });
Custom Report
Good day, I am trying to produce a custom report that looks like the pdf attached. Is this possible. I have an order form that collects the information for each order. the form collects the vendor information, there is a subform in this form that collects the items along with their quantities. So how can a format this data to produce a beautiful form like I attached?
Form fields based on previous field
For Zoho Creator is it possible to create a form where specific fields show up based on what was answered previously. For example, someone selects A in a dropdown, so X field shows up next. Or someone selects B in a dropdown so Y field shows up next.
Custom record summary
All, I am trying to create a record summary from a form which contains subforms as well, but I am stumbling across some issues with 1) Alignment of text in subform - although I have clicked left-alignment on several occasions, the text remains centered both vertically and horisontally. Is it possible to change this default behaviour? 2) Colors of labels. In the data from the main form, I can change the colors of the labels, however for the subform this seems not possible - is this correct?
BAR CODE IN ZOHO CREATOR
Hi, Good Morning,Is it able to generate bar code in zoho creator?If not,could you please tell how to generate barcode using API ? Thank you.
Embed Forms Navbar
Hello, I have created a navbar within a page and I would like to embed forms into the difference sections of the navbar. Can someone please I am unsure where I need to add the code to embed the multiple forms which can be accessible by clicking the relevant button the navbar? htmlpage Paraplanning_Database() displayname = "Paraplanning Database" content <%{%> <style> ul { list-style-type: none; margin: 0; padding: 0; overflow: hidden; background-color: #696969; } li {
Function calling is not supported from Component Criteria error problem
I have several working conditional data highlighting in reports with the format xxx.before.today.subDay(90) to highlight data fields older than 90 days. In the last week or so, if i try to add more or to change the 90 days to 60 days i get the error message "Function calling is not supported from Component Criteria" and can't update the change. Please advise on how to fix. Scott
Lookup inside a lookup?
I have a Application Accounts, I also have an application Equipment and I am working on another Application Service Call that when I choose the Account lookup reference, I want another lookup field to show only the equipment associated with that account not all the equipment. Thanks for your help.
Checkbox Onclick "add to list"?
Hi Zoho, I have a checkbox on my html page, and when its checked I'd like to add its value to a List I've created before. Right now this is the script: htmlpage test_page(VarListParam) displayname = "test page" content <%{ List = {"Bike", "Car", "Motor","Helicopter"}; VarList = List();%> <form action="" method="get"> <%for each EachVeh in List {%> <input type="checkbox" name="vehicle" id="myCheck" value=<%=EachVeh%>onclick=VarList.add(EachVeh)>I have a <%=EachVeh%><br> <%}%>
AddYear not recognised?
Hi again, Any idea why it says it cant find the addYear function when i add this script: For each ServDue1 in Customer_Database [ServDue1 < zoho.currentdate] { ServDue1=ServDue1.addYear(1) ; } Yet if i put this For each ServDue1 in Customer_Database [ServDue1 < zoho.currentdate] { ServDue1.addYear(1) ; } It says built in functions can only be in the format x=y.z() So it is clearly recognising it in the second instance but when I call it correctly it can't find it?? Thanks Sam
How to fetch two collective data from another form, when using Lookup - MultiSelect type
Hi , If the Look-up field type is Multi select , then how to fetch the records from another form Say for example Employee Table ( Emp ID, Emp Name, Salary,Email id) with 5 records I have another Project table (Project Name, Emp Name,Email, Proj Description) Here - Project Live Form, My Email is Multi-line & Emp Name is Lookup - Multi select values.So, if I choose two Employees from the Emp Name field, then it has to display two Emails from Employee Live form. So, How to fetch two collective data
toDate() errors
I have a form called Lab_Test_Value, and two form fields that are doing a cascading lookup, as follows: 1) Field_1 is a 'Lookup' field, where the user picks a value from a drop-down list. During the 'On User Input' event, the key value selected in Field_1 is used to lookup and generate a distinct list of string date values. The format for the resulting date list "yyyy-MM-dd". This list of string date values is used to populate the options for Field_2. Here is the Field_1 'On User Input' event code,
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